We truly appreciate our members and celebrate this important milestone with them!
5 Years
Leah D’Agostino, CFP®, First Republic Investment Management
Kendall Kramer, CFP®, Ameriprise
Ryan Kelly, CFP®, Yeske Buie Inc.
Rania Ghawi, CFP®, Rania Ghawi
10 Years
Jennifer Coffey Smith, CFP®, Financial Connections Group, Inc.
Gregory Ware, CFP®, Ameriprise
Michael Ma, CFP®, ChFC, Parallel Advisors
25 Years
Nathan Cobert, CFP®, ChFC, CDFA, Stonebridge Financial Group